ARM is just collecting royalties in this space. Their reference designs aren't exactly competitive. I'm not saying it's a bad buy, either, but if and when the

ARM is just collecting royalties in this space. Their reference designs aren't exactly competitive. I'm not saying it's a bad buy, either, but if and when they turn the screws, there will be a mass exodus. Solid long term play perhaps, but not going to see Nvidia like price action.